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Uncertainty reigns: The market outlook at mid-year

Making Sense

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Tariffs and Economic Outlook

This chapter examines the effects of rising U.S. tariffs on global growth and inflation, detailing how they influence goods production, household purchasing power, and business confidence. It also explores the factors impacting the U.S. market outlook for the remainder of 2025, including corporate resilience, government policy shifts, and the role of AI in market dynamics. Additionally, the discussion covers the bond market's response to increasing U.S. debt and interest rate expectations from the Federal Reserve and other global central banks.

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